Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 65 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$5,0000.0%97
-95.1%
0.00%0.0%
Q2 2020$5,000
+25.0%
1,984
+1988.4%
0.00%0.0%
Q1 2020$4,000
-42.9%
950.0%0.00%0.0%
Q4 2019$7,000
+16.7%
95
+1.1%
0.00%0.0%
Q3 2019$6,0000.0%940.0%0.00%0.0%
Q2 2019$6,0000.0%94
+2.2%
0.00%
-50.0%
Q1 2019$6,000
+20.0%
920.0%0.00%
+100.0%
Q4 2018$5,000
-16.7%
92
+1.1%
0.00%
-50.0%
Q3 2018$6,0000.0%910.0%0.00%0.0%
Q2 2018$6,0000.0%91
+1.1%
0.00%0.0%
Q1 2018$6,0000.0%900.0%0.00%0.0%
Q4 2017$6,0000.0%90
+1.1%
0.00%0.0%
Q3 2017$6,0000.0%890.0%0.00%0.0%
Q2 2017$6,000890.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Diversified, LLC 300,519$23,876,0009.72%
AVAII WEALTH MANAGEMENT, LLC 41,732$3,316,0003.06%
Bernardo Wealth Planning LLC 63,876$5,075,0002.52%
Outlook Wealth Advisors, LLC 91,138$7,241,0002.42%
Richard Bernstein Advisors LLC 1,233,186$97,486,0001.93%
EQ LLC 32,317$2,568,0001.86%
Northwest Capital Management Inc 42,688$3,392,0001.60%
CLIENT 1ST ADVISORY GROUP, LLC 36,459$2,897,0001.42%
Ayalon Insurance Comp Ltd. 50,033$3,975,0001.35%
Lineweaver Wealth Advisors, LLC 37,996$3,018,0000.86%
View complete list of ISHARES TR shareholders